Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,580 | $176,105+79.8% | $159,474+98.5% | $167,536+89.0% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 13.46% | 331.91%-318.4pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $16,506 | $5,299+211.5% | $4,831+241.7% | $4,839+241.1% |
| Participant deferral / active EE | $2,971 | $7,751-61.7% | $7,353-59.6% | $6,342-53.2% |
| Admin fee / account holder | $285 | $12,559-97.7% | $10,802-97.4% | $12,315-97.7% |